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Perpetual Limited — Investor Relations & Filings

Ticker · PPT ISIN · AU000000PPT9 LEI · 549300US8OE0UQWXPO82 ASX Financial and insurance activities
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Filings indexed 6,635 across all filing types
Latest filing 2026-06-08 Major Shareholding Noti…
Country AU Australia
Listing ASX PPT

About Perpetual Limited

https://www.perpetual.com.au/

Perpetual Limited is a financial services organization providing asset management, wealth management, and corporate trustee services. The company operates a multi-boutique asset management business, offering investment products and portfolio management to a global client base. Its wealth management division delivers financial advice and planning for high-net-worth individuals, families, and businesses. As a provider of corporate trustee services, it offers solutions for fixed income and debt markets. The firm also provides philanthropic and advisory services. Founded in 1886, the company focuses on creating enduring prosperity and building long-term, trusted client relationships.

Recent filings

Filing Released Lang Actions
Form 8.3 - LondonMetric Property plc
Major Shareholding Notification Classification · 92% confidence The document is an RNS Form 8.3 “public opening position disclosure/dealing disclosure” under Rule 8.3 of the UK Takeover Code, whereby a party holding 1% or more of relevant securities publicly discloses its share positions and dealings. This is a notification of significant share ownership levels (in excess of 1%), matching the Major Shareholding Notification category.
2026-06-08 English
PCT acquisition and Perpetual improves gross debt position 2 pages 544.2KB
M&A Activity Classification · 91% confidence The document is an ASX announcement describing Perpetual Limited’s agreement to acquire a 70% stake in Interfi Systems, i.e. a majority share acquisition, along with related financial impacts. This constitutes an M&A activity announcement rather than a regular financial report or other category.
2026-06-05 English
Becoming a substantial holder for VEA 5 pages 1.0MB
Major Shareholding Notification Classification · 95% confidence The document is an Australian Form 603 “Notice of initial substantial holder” under the Corporations Act 2001, detailing the acquisition of a >5% interest by Perpetual Limited in Viva Energy Group. It is a statutory notification of crossing a significant shareholding threshold, matching the Major Shareholding Notification category.
2026-06-04 English
Becoming a substantial holder for SEK 5 pages 795.3KB
Major Shareholding Notification Classification · 95% confidence The document is an Australian Form 603 “Notice of initial substantial holder” under the Corporations Act 2001, detailing the acquisition and relevant interests of a substantial shareholder and its associates. This is a notification of a major shareholding change (crossing the 5% threshold) rather than an earnings release, management report, or other regulatory notice. It matches the definition of Major Shareholding Notification (Code: MRQ).
2026-06-04 English
Form 8.3 - LondonMetric Property plc
Major Shareholding Notification Classification · 93% confidence The document is a UK Takeover Code Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” by Perpetual Limited showing an investor’s >1% holdings and recent trades. This is a notification of changes in significant share ownership (threshold crossing), matching the Major Shareholding Notification category.
2026-06-03 English
Form 8.3 - NCC Group PLC
Major Shareholding Notification Classification · 82% confidence The document is a public opening position and dealing disclosure under Rule 8.3 of the UK Takeover Code by Perpetual Limited, detailing a substantial shareholding (3.41%) in NCC Group plc and sales transactions. This clearly fits the definition of a major shareholding notification (crossing or holding over the 1% threshold) rather than a director dealing or other category. Therefore, the correct classification is MRQ.
2026-06-03 English

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